First Western Trust Bank’s Dimensional US Equity ETF DFUS Stock Holding History

First Western Trust Bank’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Hold	6,670	–	–	0.03%	130
2026 Q1	$473K	Sell	6,670 -1,324	-17%	-$98.1K	0.02%	132
2025 Q4	$593K	Hold	7,994	–	–	0.03%	114
2025 Q3	$579K	Hold	7,994	–	–	0.03%	110
2025 Q2	$536K	Hold	7,994	–	–	0.02%	113
2025 Q1	$483K	Hold	7,994	–	–	0.02%	118
2024 Q4	$510K	Hold	7,994	–	–	0.02%	118
2024 Q3	$497K	Hold	7,994	–	–	0.02%	126
2024 Q2	$470K	Hold	7,994	–	–	0.02%	127
2024 Q1	$455K	Hold	7,994	–	–	0.02%	131
2023 Q4	$414K	Hold	7,994	–	–	0.02%	139
2023 Q3	$372K	Hold	7,994	–	–	0.02%	136
2023 Q2	$385K	Hold	7,994	–	–	0.02%	138
2023 Q1	$355K	Hold	7,994	–	–	0.02%	148
2022 Q4	$333K	Hold	7,994	–	–	0.02%	148
2022 Q3	$310K	Hold	7,994	–	–	0.02%	133
2022 Q2	$329K	Hold	7,994	–	–	0.02%	134
2022 Q1	$397K	Buy	+7,994	New	+$386K	0.02%	135

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

First Western Trust Bank's DFUS Position: Q2 2026 in Review

First Western Trust Bank held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 6,670 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #130.

First Western Trust Bank first reported a position in DFUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $593K in Q4 2025. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

First Western Trust Bank held 6,670 shares of Dimensional US Equity ETF worth $547K as of Q2 2026.
First Western Trust Bank left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #130 holding.
First Western Trust Bank first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Dimensional US Equity ETF position peaked at $593K in Q4 2025.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.